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Want to boost your investment power?

Using a margin loan is a tax effective way to access
funds to grow and diversify your investment portfolio.

Why borrow to invest?

By borrowing to invest (also known as gearing) you can boost your investment power by building an investment portfolio larger than if you did using just your savings.   

Gearing can be used for a range of goals including wealth creation, saving for a home deposit, a trip overseas, children’s education or saving outside super.  Similar to gearing into property via a mortgage, you can also gear into the sharemarket with a margin loan.

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What is a margin loan?

A margin loan is a line of credit that allows you to borrow money to invest in a wide variety of acceptable investments - such as shares, ETFs and unlisted managed funds - to gain additional exposure to dividends, franking credits and the potential to accelerate investment returns.  

You can leverage an existing portfolio or create a new one to help meet your financial goals. 

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Our range of products provide our clients the flexibility to choose the loan that best suits their individual investment needs and preferences.


Margin Loan

The Leveraged Margin Loan is a flexible loan account offering a range of interest rate options, 3,000+ acceptable investments such as shares, ETFs and unlisted managed funds plus the ability to either manage the loan directly or use the services of a stockbroker/financial adviser of your choice.

A young couple on a tablet device happy they’ve found a unique margin loan with the added benefit of a repayment plan that helps them save for a home deposit.

Investment Funds Multiplier

Exclusive to Leveraged, the Investment Funds Multiplier (IFM) is a margin loan with built in limits and controls. In the event of a significant fall in portfolio value, you can reduce the loan through monthly repayments until the gearing ratio is restored to an acceptable level. 


Direct Investment Loan

The award winning* Direct Investment Loan is a lower interest rate margin loan, designed specifically for investors who prefer to manage their own facility online.

Financial markets update

With the recent easing of restrictions and a pick up in business activity, stock markets are continuing to recover and volatility levels seem to be normalising. In this month’s Market Update, David Robertson Head of Economic and Market Research for Bendigo Bank shares his thoughts on key indicators and our road to economic recovery.


We can help you get started today

Get in touch


1300 307 807
+61 2 8282 8282 (If calling from overseas)

8:30am - 5:30pm AEST,
Monday - Friday


Send us an online enquiry or email


GPO Box 5388,
Sydney, NSW, 2001

^2020 Canstar 5-star rating Margin Loan for outstanding value

°Lowest ever advertised variable rate


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Leveraged Equities Limited ABN 26 051 629 282 AFSL 360118
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